Hints and tips:
...Potassium chloride — “muriate of potash” in the jargon — makes up the bulk of the commodity consumed globally. Deposits abound in Canada, particularly Saskatchewan....
...They include China’s biggest chipmakers, such as Semiconductor Manufacturing International Corp and Hua Hong Semiconductor....
...High prices for fertiliser mean that heavily indebted potash producer K+S was able to report an unusually strong first quarter on Tuesday....
...BHP recently approved a $5.7bn plan to complete the development of a potash project in Canada, and is looking to increase its exposure to copper and nickel....
...For companies in the Russell 3000, the failure rate of pay votes through the start of May had been higher than 2020 and 2019, according to ICS....
...The squeeze has not so far led to any shortages in the supply of laptops and TVs, which rely on the IC chips (DDI) used to power electronics displays....
...In a statement on Wednesday, Olympus said it has signed a memorandum of understanding to transfer its camera and IC recorder business to Japan Industrial Partners....
...Potash is selling its stake in Sociedad Química y Minera de Chile, or SQM, to meet regulatory conditions governing the Canadian company’s merger with Agrium, the Calgary-based fertiliser group....
...After steadily falling for most of the past three decades, the price-per-bit of DRAM chips rose 47 per cent in 2017, according to the US research firm IC Insights, and has continued to increase this year...
...The worldwide foundry business was valued at $62.3bn last year, according to IC Insights....
...s largest potash producer, and the Yamal natural gas project....
...This is a much tougher challenge – we are not aware of any major fertiliser producer that has such a market share for any of its products at the wholesale level, but Potash Corp, the world’s largest potash...
...The trade office report notes that it has taken on funds from China’s National IC Fund, an investment vehicle controlled directly by the country’s Ministry of Industry and Internet Technology....
...It could also pave the way for the sale of a 32 per cent stake in SQM being sold by Canadian company Potash Corp., which is currently on the market....
...that standardised chips such as core processors for mobile phones that are already shipping in large volumes will grow much, but we see substantial growth from various sensors, microcontrollers, or driver ICs...
...But in the case of SQM there’s a very good reason to get involved in the auction for the Potash stake. Rio is sitting on a large lithium deposit in Serbia called Jadar....
...Saskatchewan’s PotashCorp, one of the world’s largest potash producers, agreed to combine with smaller rival Agrium in September, amid a significant shakeup in the agri-chemical sector prompted by plummeting...
...Canada’s Jansen potash mine could turn out to be one such example. Elliott moans about its poor capital return profile, too....
...launched its campaign earlier this year, BHP has gone public with plans to sell all of its lossmaking US shale business and said it will not seek approval in 2018 for the development of a controversial potash...
...Nomura’s prediction is shared by the market researcher IC Insights....
...But the real prize for would be a bounce in potash prices....
...Potash Corp of Saskatchewan and rival Agrium are in talks to combine in a deal that could create a nearly $30bn fertiliser giant, people briefed about the negotiations said....
...Indeed leading independent semiconductor researcher IC insights recently increased growth forecasts of ICs for connected vehicles to a 36.7% CAGR between 2014 and 2019, up from 31.2% in the previous projection...
...“The potash industry is going to struggle to meaningfully improve profitability in both the short and medium terms.”...
...It was as if the potash industry breathed a collective sigh of relief....
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